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LEELYN SMITH, LLC
GENEVA, IL
630-232-8995
SEC #801-113460Total AUM
$852.3M
Employees
38Clients
801Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 N. THIRD STREET
GENEVA
IL 60134
United States
GENEVA
IL 60134
United States
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
630-232-8995
Other Offices
4
Financials
Total AUM
$852.3M
Accounts
1,659Discretionary
$852.2M
Accounts
1,658Non-Discretionary
$56.8K
Accounts
1
Clients
Individual Clients
583AUM
$258.8M
HNW Individual Clients
216AUM
$588.5M
Pension/Profit Sharing Plan Clients
1AUM
$3.2M
Charitable Organization Clients
1AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT OT SUBSCRIPTION FEE ON MONTHLY BASIS
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAIAILINMINCNHOHSCTNTXVAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.